Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Requirements Gathering Playbook

Adapt this guide to document your requirements gathering process guidelines.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Analyst Insight: Managing Stakeholder Relationships for Small Enterprises

Info-Tech analyst, David Yackness, shares his insights on managing stakeholder relationships for small enterprises.

Formalize Project Portfolio Management for Small Enterprise – Executive Brief

This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Make big gains in small steps.

Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process

Adopt an intake workflow appropriate to the IT department’s capacity.

Rebalance Project Intake for Small Enterprise – Executive Brief

This executive brief will help build the case for rebalancing project intake one achievable step at a time.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.

PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...
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